Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,775 | $134,001-62.9% | $112,258-55.7% | $134,509-63.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -18.75% | 47.15%-65.9pp | 27.47%-46.2pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,164 | $4,039-71.2% | $3,636-68.0% | $4,741-75.5% |
| Participant deferral / active EE | $4,079 | $5,291-22.9% | $4,728-13.7% | $6,400-36.3% |
| Admin fee / account holder | $592 | $7,491-92.1% | $6,411-90.8% | $11,427-94.8% |